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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,429 | $138,076-54.8% | $123,553-49.5% | $135,380-53.9% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -6.08% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $836 | $5,152-83.8% | $4,628-81.9% | $4,779-82.5% |
| Participant deferral / active EE | $5,112 | $6,800-24.8% | $6,426-20.5% | $5,609-8.9% |
| Admin fee / account holder | $1,019 | $10,917-90.7% | $9,284-89.0% | $10,828-90.6% |